Rohan Paul@rohanpaul_ai · XAI 摘要
Bloomberg图表显示，Nvidia H100至GB300 Blackwell Ultra的GPU显存从80GB增至288GB HBM3e。72-GPU机架形成巨大内存墙，AI服务器高价争抢容量和带宽，挤压消费端DRAM产能。FT报道，苹果已请求美国批准从被列入Pentagon中国军事公司名单的CXMT采购DRAM，以应对成本压力。内存涨价已迫使MacBook和iPad涨价，苹果市值蒸发2630亿美元。
Bloomberg chart showing just how much RAM datacenter GPUs take.
Nvidia's H100 carried 80GB of GPU memory， H200 moved to 141GB， Blackwell moved to 192GB class parts， and GB300 Blackwell Ultra reaches 288GB of HBM3e per GPU.
A 72-GPU rack multiplies that into a memory wall big enough to change supplier behavior， because AI servers pay premium prices for capacity and bandwidth that make everyday device memory less attractive